Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $771 Billion
  • Q3 2025

Leo Wealth, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $771 Billion distributed in 286 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Affirm Holdings, Inc. with a value of $67.6B, Vanguard World Fd Esg U.S. Sto with a value of $44.7B, Vanguard World Fd Esg Intl Stk with a value of $42.9B, Goldman Sachs ETF Tr Activebet with a value of $31.6B, and Johnson & Johnson with a value of $30.5B.

Examining the 13F form we can see an decrease of $515B in the current position value, from $1.29T to 771B.

Leo Wealth, LLC is based out at Hurst, TX

Below you can find more details about Leo Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $771 Billion
ETFs: $417 Billion
Technology: $122 Billion
Healthcare: $53.3 Billion
Consumer Cyclical: $37 Billion
Financial Services: $32.6 Billion
Communication Services: $21.4 Billion
Industrials: $13.8 Billion
Consumer Defensive: $13.5 Billion
Other: $32.1 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.7 Billion 5.79% of portfolio
377,107
Q3 2025 Reduced 44.43%
$0
$42.9 Billion 5.56% of portfolio
617,714
Q3 2025 Reduced 24.3%
$0
$31.6 Billion 4.09% of portfolio
242,356
Q3 2025 Reduced 44.91%
$0
$29.1 Billion 3.77% of portfolio
267,315
Q3 2025 Reduced 42.53%
$0
$23.7 Billion 3.07% of portfolio
471,246
Q3 2025 Reduced 11.66%
$0
$15.4 Billion 2.0% of portfolio
159,749
Q3 2025 Reduced 57.65%
$0
$14.3 Billion 1.85% of portfolio
193,969
Q3 2025 Reduced 33.28%
$0
$10.5 Billion 1.37% of portfolio
112,721
Q3 2025 Reduced 53.17%
$0
$10.6 Billion 1.37% of portfolio
95,113
Q3 2025 Reduced 56.92%
$0
$9.26 Billion 1.2% of portfolio
116,089
Q3 2025 Reduced 34.54%
$0
$8.18 Billion 1.06% of portfolio
92,282
Q3 2025 Reduced 34.17%
$0
$7.79 Billion 1.01% of portfolio
11,692
Q3 2025 Reduced 14.97%
$0
$7.68 Billion 1.0% of portfolio
35,613
Q3 2025 Reduced 4.49%
$0
$7.39 Billion 0.96% of portfolio
283,933
Q3 2025 Reduced 8.85%
$0
$7.14 Billion 0.93% of portfolio
156,252
Q3 2025 Reduced 60.17%
$0
$6.85 Billion 0.89% of portfolio
11,190
Q3 2025 Reduced 26.08%
$97.6M
$5.49 Billion 0.71% of portfolio
256,556
Q3 2025 Reduced 38.54%
$0
$5.38 Billion 0.7% of portfolio
11,225
Q3 2025 Reduced 53.48%
$0
$5.2 Billion 0.67% of portfolio
101,523
Q3 2025 Reduced 16.7%
$0
$5.03 Billion 0.65% of portfolio
42,322
Q3 2025 Added 0.08%
$0
$4.83 Billion 0.63% of portfolio
198,247
Q3 2025 Reduced 0.86%
$0
$4.74 Billion 0.61% of portfolio
7,888
Q3 2025 Reduced 47.68%
$0
$4.49 Billion 0.58% of portfolio
175,785
Q3 2025 Added 1.0%
$0
$4.4 Billion 0.57% of portfolio
6,567
Q3 2025 Reduced 34.46%
$0
$4.04 Billion 0.52% of portfolio
171,934
Q3 2025 Added 9.4%
$0
$3.8 Billion 0.49% of portfolio
8,102
Q3 2025 Reduced 0.32%
$0
$3.42 Billion 0.44% of portfolio
38,215
Q3 2025 Reduced 44.34%
$0
$3.12 Billion 0.4% of portfolio
123,875
Q3 2025 Reduced 18.23%
$0
$3.06 Billion 0.4% of portfolio
53,174
Q3 2025 Reduced 57.73%
$0
$3.05 Billion 0.4% of portfolio
74,052
Q3 2025 Reduced 42.12%
$0
$3.07 Billion 0.4% of portfolio
9,368
Q3 2025 Reduced 14.02%
$0
$3.04 Billion 0.39% of portfolio
50,712
Q3 2025 Reduced 52.07%
$130B
$3.01 Billion 0.39% of portfolio
8,478
Q3 2025 Reduced 13.96%
$0
$2.97 Billion 0.39% of portfolio
40,439
Q3 2025 Reduced 11.59%
$0
$2.85 Billion 0.37% of portfolio
15,268
Q3 2025 Reduced 34.17%
$0
$2.66 Billion 0.35% of portfolio
18,284
Q3 2025 Reduced 0.59%
$0
$2.44 Billion 0.32% of portfolio
110,260
Q3 2025 Added 55.28%
$0
$2.39 Billion 0.31% of portfolio
47,189
Q3 2025 Added 22.1%
$0
$2.3 Billion 0.3% of portfolio
102,584
Q3 2025 Reduced 2.23%
$0
$2.13 Billion 0.28% of portfolio
4,594
Q3 2025 Reduced 1.86%
$0
$2.15 Billion 0.28% of portfolio
95,401
Q3 2025 Reduced 1.76%
$11.9B
$2.17 Billion 0.28% of portfolio
28,413
Q3 2025 Reduced 7.88%
$0
$2.09 Billion 0.27% of portfolio
86,112
Q3 2025 Reduced 31.72%
$0
$1.99 Billion 0.26% of portfolio
30,487
Q3 2025 Reduced 8.07%
$0
$1.69 Billion 0.22% of portfolio
17,511
Q3 2025 Added 0.33%
$0
$1.51 Billion 0.2% of portfolio
56,526
Q4 2024 Reduced 20.02%
$0
$1.48 Billion 0.19% of portfolio
27,227
Q3 2025 Reduced 33.91%
$2.36B
$1.46 Billion 0.19% of portfolio
32,882
Q3 2025 Reduced 1.59%
$0
$1.45 Billion 0.19% of portfolio
22,353
Q3 2025 Added 7.55%

Summary

  • Portfolio
  • No. of Stocks 286
  • Current Value $771 Billion
  • Prior Value $1.29 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 207 stocks
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